Servicios Profesionales de Administración Corporativa (SPAC) was created to coordinate administrative and investment management services offered to several clients.
- The totality of the Finaccess México shares was acquired, thus reconstituting the shareholding scheme.
NOTICIA – Un grupo de inversionistas adquieren Finaccess
- Finaccess Advisors was registered as an Investment Advisor and started operating in Miami to support internal clients with foreign investment management services.
- The holding company Finaccess SAPI was created.
- SPAC became Finaccess Servicios Corporativos and expanded its service offering.
- Finaccess México launched new proprietary funds and the mixed Finaccess-EDM fund.
- Finaccess Advisors spun-off of Finaccess México, moved to Miami and became the fifth largest investment advisor in Florida in assets under advisement.
- Finaccess Capital, Finaccess Estrategia, Finaccess Capital USA, Finaccess Social, and Finaccess Filantropía were created.
- The holding company changed its name to Grupo Finaccess SAPI de CV.
NEWS STORY - Finaccess Interview - Forbes (in Spanish)
- Finaccess México developed new investment funds with Credit Suisse and finalized commercial partnerships.
- Finaccess Capital obtained control over AmRest and Restaurant Brands New Zealand, as a majority shareholder, and acquired a stake in Inmobiliaria Colonial. It acquired its first Mexican mezcal brand, Xicala.
NEWS STORY- Mexican fund buys stake in Poland's AmRest from Warbug
NEWS STORY - Finaccess Capital is considering doubling its stake in AmRest (In Spanish)
NEWS STORY – Colonial will Expand Capital by 265 Million to Finance Investments (In Spanish)
NEWS STORY – Finaccess Surpasses Villar Mir in Terms of Stake in Colonial (In Spanish)
NEWS STORY - Finaccess strengthens its stake in Colonial (In Spanish)
NEWS STORY - Finaccess reaches 18.38% of Colonial in the middle of the takeover bid for Axiare (In Spanish)
NEWS STORY – The Majority Shareholder in AmRest, owner of La Tagliatella, Planning to Acquire up to 75% of Restaurant Brands (In Spanish)
NEWS STORY – Finaccess Acquires 10% of AmRest for 309 Million, for a 67% Stake (In Spanish)
NEWS STORY - Restaurant Brands' Mexican bidder sees growth ahead
- Finaccess Advisors offered advice on a diversity of new investment funds, captured new clients and wealth, and registered strong growth in AUM.
- Finaccess Advisors ranked 66th in Financial Advisor’s top registered investment advisors (RIA), in terms of assets under management. It was also catalogued as one of the largest advisors in Southeastern US.
NEWS STORY - 10 Largest RIAs in the Southeast
- Finaccess Social invested in Soltra, thus contributing to the latter’s acquisition of Cinia.
- Finaccess México launched an ESG fund known as AXESDVD, which invests in an international variable rate portfolio, and an Investment Life Insurance product in partnership with Interprotección and Allianz; it became a member of the Consejo Consultivo de Finanzas Verdes and established a distribution agreement with Skandia Operadora de Fondos. Finaccess México also received the Social Support and Commitment award granted by the organization known as Voz de las Empresas.
NEWS STORY – Finaccess México Launches AXESESG Fund (In Spanish)
NEWS STORY – Finaccess México Adheres to the Consejo Consultivo de Finanzas Verdes (In Spanish)
- Finaccess Advisors offered financial advice to 15 investment funds in Luxembourg, Mexico, Switzerland, and Ireland.
- Finaccess Value Agencia de Valores, SAU was constituted in Spain and obtained the A rating offered by the British media conglomerate Citywire, and the silver and bronze medals for two of its funds, granted by the US financial services company Morningstar.
NOTICIA – FINACCESS VALUE Y AFI INVERSIONES GLOBALES SGIIC LANZAN EL FONDO FINACCESS COMPROMISO SOCIAL EUROPA RV
NOTICIA – FINACCESS VALUE AMPLÍA SU GAMA DE SERVICIOS PARA GESTIONAR CARTERAS Y VEHÍCULOS DE INVERSIÓN
NEWS STORY-FINACCESS VALUE WILL MANAGE TWO NEW INVESTMENT FUNDS LAUNCHED BY RENTA 4 GESTORA (In Spanish)
- Finaccess Capital launched Finaccess Ventures to support young entrepreneurs with a social vision.
- Finaccess Servicios Corporativos implemented the Safe Return Plan with protocols for returning to in-person work.
- Finaccess Social’s efforts were centered on supporting two companies: Soltra and Cinia.
- Finaccess México, Finaccess Servicios Corporativos, and Finaccess Advisors maintained their certification under the Crese® Norm as “outstanding company.”